Management

Bridges Investment Management, Inc. is a full service investment management firm located in Omaha, Nebraska. Bridges Investment Management, Inc. traces its roots to 1945 when Marvin W. Bridges, Sr. became the first investment adviser in Nebraska and the 208th in the country to register under the Investment Adviser Act of 1940. The Firm is currently headed by Edson L. (Ted) Bridges III. The Firm’s clients include high net worth individuals, corporate retirement plans and charitable organizations. The Firm employs a growth oriented investment style which seeks to invest capital in companies that achieve above average returns on equity and earnings per share growth versus the S&P 500.

The Firm’s growth oriented equity investment philosophy is predicated on the principle that over the long-term, strong company financial performance in the form of rising cash flow and earnings drives increasing equity valuations. The Firm relies on an experienced investment team that has an average industry experience of over 20 years, while enjoying a very low turnover rate of both clients and employees, which allows us to build quality long-term relationships with our clients.

Cash flow measures the cash generating capability of a company by adding non-cash charges (e.g. depreciation) and interest expense to pretax income.

Earnings per share (EPS) is calculated by taking the total earnings divided by the number of shares outstanding.

Return on Equity (ROE) A measure of a corporation’s profitability. Represents average return on equity on the securities in the portfolio, not the actual return on equity on the portfolio.

The Bridges Investment Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Bridges Investment Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Mutual fund investing involves risk. Principal loss is possible. Small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for long-term debt securities. The Bridges Fund invests in foreign securities, which involves greater volatility and political, economic and currency risks and differences in accounting methods.

The S&P 500 Index is a broad-based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. One cannot invest directly in an index.

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The Bridges Investment Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Bridges Investment Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Mutual fund investing involves risk. Principal loss is possible. Small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for long-term debt securities. The Bridges Fund invests in foreign securities, which involves greater volatility and political, economic and currency risks and differences in accounting methods.